Brokerage & Wealth Sales Admin

Job Title Brokerage Wealth Sales Admin Class Level 10 11 12 Location Chennai NP Immediate to 45 days Skills Wealth Management with Client onboarding account maintenance good communication Experience in servicing of account maintenance updating beneficiaries money movement etc along with more complex functions like account opening estate administration signing paperwork etc Work closely with the field Support Specialists team to help the client within any segment Wealth Reserve Signature with any banking mortgage credit card fraud etc in need Enter and maintain appropriate client records monitor client transactions and client data for accuracy and timeliness maintain appropriate documentation of client transactions to ensure client and advisor requests are fulfilled in a timely manner Respond to client requests for information and assistance within appropriate level of authority while identifying at-risk relationships and communicating to the relationshi...